Hansford Bell shortlisted in CityWire Top 100

We are pleased to announce that we have been shortlisted in the annual CityWire New Model Adviser Top 100, celebrating the best of the professional financial planning community.

Being recognised for our brand new investment platform. Powered by True Potential, the platform offers clients a centralised hub for managing investments and pensions, enabling them to view, track, and update their portfolios securely and on the go.

With a desktop and mobile app version, the platform has a range of additional features to improve the client experience, including secure messaging with your financial planner, a rewards scheme, a document management centre, and the ability to allocate funds in real time.

A prominent internet presence.

We have also been recognised for our focus on raising brand awareness and attracting new clients by investing heavily in our digital marketing strategy. Through a combination of search engine optimisation and social media, to build a more prominent internet presence.

Additionally, we are developing an animated video that helps to break down the financial life planning process for our client-focused models.

ESG portfolios and four-day working week.

All our efforts have enabled us to trial a four-day working week for employees. As well as investing into ESG portfolios that are built to match clients’ ethical and environmental values.

Forever evolving to meet client needs, Hansford Bell is a brave presence in the landscape of modern financial planning. We thank you for your continued support, we have an exciting future ahead!

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